Institutional Ownership Ishares S&P 500 Value ETF (IVE)
This table provides information about the institutional ownership of Ishares S&P 500 Value ETF (IVE). We have compiled data on the 1,591 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $27.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
35,834
shares
|
$7.04 Million
2.52% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
35,715
shares
|
$7.02 Million
0.07% of portfolio
|
Q4 2024
Added 13.49%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
35,227
shares
|
$6.92 Million
1.69% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
35,184
shares
|
$6.91 Million
0.67% of portfolio
|
Q2 2024
Reduced 43.98%
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
35,158
shares
|
$6.91 Million
1.93% of portfolio
|
Q4 2024
Added 13.21%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
35,158
shares
|
$6.91 Million
0.1% of portfolio
|
Q4 2023
Reduced 31.73%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
35,156
shares
|
$6.91 Million
0.56% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
35,037
shares
|
$6.88 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
34,447
shares
|
$6.77 Million
0.93% of portfolio
|
Q4 2024
Added 1062.57%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
34,421
shares
|
$6.76 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
34,414
shares
|
$6.76 Million
2.54% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
34,313
shares
|
$6.74 Million
0.73% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
34,271
shares
|
$6.73 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
34,215
shares
|
$6.72 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Gunma Bank,Ltd.
|
Jan 28, 2025 Q4 2024 |
34,000
shares
|
$6.68 Million
2.14% of portfolio
|
Q4 2024
Added 277.78%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
33,393
shares
|
$6.56 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
33,350
shares
|
$6.55 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
33,158
shares
|
$6.51 Million
0.18% of portfolio
|
Q2 2020
Reduced 14.63%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
32,892
shares
|
$6.46 Million
0.15% of portfolio
|
Q4 2024
Added 11.79%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
32,485
shares
|
$6.38 Million
0.46% of portfolio
|
Q3 2024
Added 16.02%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
32,377
shares
|
$6.36 Million
0.71% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
32,275
shares
|
$6.34 Million
4.21% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
31,980
shares
|
$6.28 Million
1.29% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
31,664
shares
|
$6.22 Million
2.42% of portfolio
|
Q4 2024
New holding
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
31,491
shares
|
$6.19 Million
0.54% of portfolio
|
Q4 2024
Reduced 10.79%
|